Microsoft 365 Automation + AI Integration Pilot

We are a Melbourne-based property development company seeking a freelancer to build a small pilot automation system across Microsoft 365.

This is not a full software platform. It is a 6–8 week pilot focused on practical workflows using Outlook, SharePoint/OneDrive, Teams, Monday.com, and Otter.

The goal is to reduce manual project reporting and improve visibility across active development projects.

Pilot scope
We want to implement 3 initial workflows:
1. Otter meeting transcript → AI summary → Teams/email
2. Outlook project email → AI summary + action/risk extraction
3. Monday.com project data → weekly portfolio summary emailed to management

Systems involved
• Microsoft 365: Outlook, Teams, SharePoint/OneDrive
• Monday.com
• Otter
• AI model/API integration

Required skills
• Microsoft 365 automation
• Power Automate
• Microsoft Graph API
• API integrations
• AI / LLM integration experience
• Python preferred
• Monday.com integration experience is a bonus

Important notes
• We are not looking for a large agency or a full custom SaaS build
• We want a practical freelancer who can build a simple working pilot first
• Experience with secure Microsoft authentication and permissions is important
• Property / project workflow experience is a bonus

Deliverables
• 3 working pilot automations
• basic documentation / handover
• simple architecture outline
• recommendation for phase 2

Please include in your proposal
• examples of similar Microsoft automation work
• experience with Power Automate and Graph API
• experience integrating AI into workflows
• a brief explanation of how you would approach this pilot